Deals & People

Don MacQuattie joins the firm from Capital Group.

Sun Life Investment Management has agreed to purchase Prime Advisors.

An integrated global platform delivering a wide array of advice and analytics services is one goal of a merger between Towers Watson and Willis Group.

Baystate Fiduciary Advisors, Wharton Hill Advisors, Strategic Retirement Group and Ingham Retirement Group are the newest members.

The acquisition will increase OneAmerica’s assets under administration by approximately $26 billion.

HANYS Benefits added a team of strategic business leaders headquartered on Long Island.

The firm has hired two executives and promoted two others.

Anova Consulting Group has added two executive interviewers and one senior research analyst to its staff.

NFP Advisor Services says Mike Pedlow will be the firm’s compliance chief. 

Jacob O’Shaughnessy has been promoted to lead retirement services at Arnerich Massena.

Michael Kreps has rejoined the Groom Law Group to help expand the premier policy practice.

Robert Zeidman, a business development officer in PNC’s institutional asset management unit, is now OCIO product specialist.

Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.

Mark Schatzel joins the firm from Lincoln Financial.

The investment firm is developing its DCIO consulting team.

Laura Grassi joins Pentegra Retirement Services as regional director for qualified plan sales.

This launch represents the fourth new location for SageView this year.

Kristin Dunlevy, a retirement plan adviser, will open the Louisville office of ProCourse Fiduciary Advisors.

Global Retirement Partners has taken another step to differentiate its adviser network by implementing a full suite of financial wellness and education services from Financial Finesse.

The retirement specialist advisory firm announced Manuel Marques will take on the role of president.